Siebel Consumer Goods Guide > Retail Execution >

Starting Retail Visits (End User)

After completing the preceding tasks, retail sales representatives are now ready to start the retail visit.

This task is a step in Roadmap for Performing Retail Execution.

To begin a retail visit

1. Navigate to the Visit Planning screen.
2. In the Scheduled Visits list, and drill down on the Planned Start field hyperlink for a visit record.

   The Visit Execution screen appears and the Activities list displays the retail activities for the visit.

   NOTE:  You can also navigate directly to the Visit Execution screen, which displays the earliest planned visit with a status not equal to Done.

3. (Optional) Click Update in the visit form to automatically apply all activities to the visit, including those users created since the visit was planned.
4. In the visit form, click Start Visit.